Can the FAANGs Sustain Their Rally?

The video discusses the attractiveness of the tech sector, especially in the context of the stay-at-home trade. It compares tech's performance to the S&P 500, noting its high ratio since the dot-com bubble. Despite a recent dip, Goldman Sachs remains optimistic about tech's long-term cash flows. The tech sector is one of the few to show earnings growth, with a 3% increase year over year, outperforming other sectors.

What factors contribute to the attractiveness of the stay-at-home trade according to the text?

How does the current ratio of tech stocks compare to the S&P 500 according to the text?

What does Goldman Sachs say about the current state of tech stocks?

In what way did tech earnings perform compared to other sectors in the past quarter?

What evidence is provided in the text to support the idea that tech earnings can continue to grow?